LGT Financial Advisors’s HubSpot HUBS Stock Holding History

LGT Financial Advisors’s Portfolio HUBS Stock Details HUBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-28	Closed	-$15.6K	–	502
2025 Q2	$15.6K	Buy	+28	New	+$16.4K	0.04%	175

Other funds holding HUBS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

LGT Financial Advisors's HUBS Position: Q3 2025 in Review

LGT Financial Advisors sold out of HubSpot (HUBS) in Q3 2025, closing a stake of 28 shares — an estimated $15.6K sold.

LGT Financial Advisors first reported a position in HUBS in Q2 2025 and held it in 1 quarter. The position peaked at $15.6K in Q2 2025. 772 funds tracked by Wall St. Rank hold HUBS as of Q3 2025.

LGT Financial Advisors reported no remaining HubSpot position as of Q3 2025 after selling out during the quarter.
LGT Financial Advisors sold 28 HubSpot shares in Q3 2025, an estimated $15.6K.
LGT Financial Advisors first reported a position in HubSpot in Q2 2025 and held it in 1 quarter.
LGT Financial Advisors's HubSpot position peaked at $15.6K in Q2 2025.
772 funds tracked by Wall St. Rank held HubSpot as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.